Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,035 | $113,338-2.9% | $94,993+15.8% | $147,586-25.4% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 21.25% | 20.80%+0.5pp | 27.14%-5.9pp | 578.59%-557.3pp |
| Employer contribution / active EE | $3,862 | $3,160+22.2% | $2,603+48.3% | $4,876-20.8% |
| Participant deferral / active EE | $9,139 | $3,777+142.0% | $3,317+175.5% | $5,439+68.0% |
| Admin fee / account holder | $368 | $6,063-93.9% | $4,960-92.6% | $10,886-96.6% |